Filed January 15, 2016
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,017 | $51,207+351.1% | $70,565+227.4% | $71,529+223.0% |
| Participation rate | 97.9% | 59.4%+38.5pp | 68.4%+29.6pp | 67.9%+30.0pp |
| Annual return | 3.03% | 42.71%-39.7pp | 32.79%-29.8pp | 28.97%-25.9pp |
| Employer contribution / active EE | $18,054 | $1,795+905.8% | $2,976+506.7% | $2,590+597.1% |
| Participant deferral / active EE | $0 | $3,033-100.0% | $4,568-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $6,430-100.0% | $1,588-100.0% |